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PegasusCRM Model

PegasusCRM is built around the basic workflow of the merchant services industry. Our goal is to automate every step of these business processes so your office can run better, faster, and smarter.

Sales Funnel

Filing and managing an influx of merchant processing agreements (MPAs) is no problem with PegasusCRM. Get signed MPAs straight into your document database, and share them directly to managers, processors, and more. Processing with Transfirst, Vantiv, or First Data? Auto-board with one click. Track every agreement as you move merchants through onboarding, all without leaving PegasusCRM.

Sales Flow Management

Closing the Deal

Boarding

From gathering leads to signing agreements, PegasusCRM streamlines every step of closing deals. Start the sales process by empowering your agents and partners to collect leads and import them directly to your database. As you transition leads to clients, close deals without printing or faxing a single page, making your boarding process secure and eco-friendly. Track team productivity within the system to watch your business grow, and focus on maintaining effective client relationships.

Daily Communication and Maintenance

PegasusCRM allows you to sustain effective customer relationships. Give your support and admin reps the tools they need to address merchant concerns quickly and efficiently. Users can organize parts of the system to make critical information quickly accessible and track client communication across the office.

Enterprise Management

Daily Communication

Merchant Maintenance

Residual Reporting

Love them or hate them, residuals are coming your way every month. Why spend valuable hours calculating payouts when you can use PegasusCRM’s Residual Calculation Wizard? Our Residual Reporting Tools give you the power to control, calculate, and customize payouts by processor, office, agent, or merchant in a matter of minutes. Free up your schedule today.

Testimonials

“This is not your basic CRM of the past. This program gives us the confidence to reach out to new affiliate businesses that now refer new customers to us. Everyone wins in the end thanks to Pegasus.”

James M. Peeler, CEO

American Spirit Processing, Inc.

I’d looked at, and even used, other CRM’s targeting our industry. None have ever met expectations… until Pegasus came along. The support staff and software are pleasures to work with.

Robert G.

ISO – Mississippi

The benefits of using Pegasus for our residual reporting has saved us time and the possibility of mistakes during the payroll process. Sending out monthly reports to our agents is a seamless process.

Milburn Morris

Innovative Marketing Systems

PegasusCRM Pricing

With our monthly pricing scale, what you see is what you get. Customize your team’s access by roles. Referring leads? Try the Partner Portal. Closing deals? Agent Portal all the way. Managing support? Office Portal is the one for you. Enjoy all the features and functions at your fingertips for one low monthly fee.

PegasusCRM Office Portal License

Office users can manage any and every function in the system. Manage equipment details, field grouping, ticketing settings.

Employees with a W2 status.

$85

(1-75 Users)

Per User/ Per Mo.

$80

(75-120 Users)

Per User/ Per Mo.

$75

(121+ Users)

Per User/ Per Mo.

PegasusCRM Sales Portal License

Agent users can access all sales-related features in PegasusCRM, from entering and working leads to closing deals.